Man pushing an elevator buttons where it is written long term. Investment Concept. Composite image between a hand photography and a 3D background.

Life Industry Sustainability – The ClearView View

Riskinfo thanks ClearView Wealth and its MD Simon Swanson for permission to reproduce an open letter penned by Simon to the adviser community. Simon questions the merits of introductory premium discounts on new business cases and reflects on what he sees as an industry struggling under the shadow cast by unsustainable product pricing, especially in […]

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5 · November 27, 2019 in AdviserFocus  

WA Adviser Banned for Five Years

ASIC has banned financial adviser, Peter Jianchao Xu, from providing financial services for five years following a surveillance of Xu’s advice. (more…)

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0 · November 27, 2019 in Compliance & Regulation  

Court Finds Dover Client Protection Policy False, Misleading or Deceptive

The Federal Court of Australia has found Dover Financial Advisers engaged in false, misleading or deceptive conduct. (more…)

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1 · November 27, 2019 in Compliance & Regulation  
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ASIC to Take ‘Facilitative Approach’ to Adviser Code Standard 3

In what has been welcomed as a victory for common sense, ASIC has announced it will take a facilitative approach to compliance with the controversial Standard 3 in FASEA’s proposed Adviser Code of Ethics until the Government’s new single disciplinary body becomes operational. (more…)

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4 · November 26, 2019 in Compliance & Regulation  

OneCare Update

OnePath has broadened access to its OneCare Extended Terminal Medical Condition feature. (more…)

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0 · November 26, 2019 in Products  

APRA Proposes Changes to Improve Insurance Outcomes for Superannuation Members

The Australian Prudential Regulation Authority has released for consultation proposed revisions to Prudential Standard SPS 250 Insurance in Superannuation. (more…)

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1 · November 26, 2019 in Compliance & Regulation, Superannuation  
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AFA Calls Out FASEA ‘Inconsistencies’ in Recognition of Prior Learning for Advisers

The AFA has called out what it says are inconsistencies in FASEA’s approach towards recognition of prior learning applicable for existing advisers. (more…)

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9 · November 25, 2019 in Associations, Compliance & Regulation  
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New CommInsure Gift Offer

CommInsure has launched a campaign in the form of gift voucher offers for new customers. (more…)

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0 · November 25, 2019 in Products  

AdviserLogic Releases Reimagined Digital SoA Production Suite

AdviserLogic has released a reimagined digital SoA production suite which CEO, Daniel Gara, says has “thrown off the shackles of old-fashioned SoA production”, replacing it with a system that is designed for maximum compliance control and ease of use. (more…)

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0 · November 25, 2019 in Compliance & Regulation, Practice Management, Technology  
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OnePath Wins Award for Claims Technology

OnePath has won the Community Innovation Trailblazer Award with its group insurance claims technology, at the annual Salesforce Dreamforce 2019 conference. (more…)

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0 · November 21, 2019 in Claims, Company News, Conferences and Events, Technology